We’re delighted to be working with a leading Chartered financial planning firm in Exeter, renowned for offering bespoke, high-quality advice to high-net-worth clients. This boutique practice has been a trusted name in the region for many years and takes pride in its truly personal, client-first approach.
Due to an experienced Adviser retiring from the industry, an exciting opportunity has arisen for an experienced Financial Adviser to join the business and take over an established client portfolio generating around £300,000 in recurring income.
This is a fantastic opportunity for an Adviser who enjoys building meaningful, long-term relationships and wants to focus on delivering quality advice. You’ll inherit a loyal client base and have access to a steady stream of ongoing leads – the client has close working relationships a number of local accountants and solicitors.
You’ll be supported by a highly experienced team of Paraplanners and IFA Administrators, allowing you to focus on providing exceptional advice and maintaining outstanding client relationships.
The Role:
- Take ownership of an existing, well-maintained client book
- Provide holistic financial planning advice across investments, pensions, and protection
- Nurture strong, long-term relationships with HNW clients
- Work collaboratively with internal teams, accountants, and solicitors to deliver joined-up financial solutions
What’s on offer:
- Basic salary up to £60,000 (DOE)
- Bonuses and excellent company benefits
- A fully supported environment with strong technical and administrative backing
- A rare opportunity to inherit a substantial client bank and build a long-term career with a Chartered firm
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
